Customers
Save customer details and organise customer groups.
Add and manage a customer
Save a customer, add delivery addresses, and understand what happens to their order history.
Understand customer fields and marketing consent
Learn what tags, notes, and marketing choices mean before you save them.
Manage customer addresses and checkout defaults
Choose the addresses Upstorr starts with during storefront and POS checkout.
Find, segment, and manage customers
Use customer tabs and search, read lifecycle and RFM labels, save selected people as a group, or delete profiles safely.
Import and export customers with CSV
Move customer records in or out of Upstorr without losing the meaning of filters or consent.
Create customer groups
Build an exact customer list or let Upstorr group customers using rules.